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Monday 25 May 2026
AI data centers spark 800V HVDC rush for Taiwan lead frame suppliers

The shift toward 800V high-voltage direct current (HVDC) power architectures in AI data centers is driving a surge in demand for power...

Monday 25 May 2026
Hiroca ramps global expansion and smart cockpit products to drive second-half recovery
Auto parts maker Hiroca said it expected operations to return to a growth track in the second half of 2026 as overseas orders and its push into smart cockpit technologies began to...
Monday 25 May 2026
Global PMX shifts into AI server cooling as demand for AI compute soars
Global PMX reported full-year consolidated revenue of NT$7.823 billion (US$249.3 million) for 2025, up 1.71% year-over-year, and after cost and product-mix improvements posted net...
Monday 25 May 2026
Syntec Technology profit hits record as AI drives factory automation demand

Syntec Technology reported record quarterly revenue and profit for the first quarter of 2026, as demand for high-end control systems and...

Monday 25 May 2026
AI server boom lifts memory interface chip leader, but DDR5 risks linger
Montage Technology, a company that does not manufacture memory chips itself but instead supplies the interface chips linking CPUs and memory, has quietly emerged as one of the semiconductor...
Sunday 24 May 2026
AI server boom squeezes Samsung Electro-Mechanics' component supply

Samsung Electro-Mechanics is emerging as another beneficiary of the AI data center buildout, as demand for high-end capacitors and package...

Saturday 23 May 2026
Taiwan power chip maker Panjit targets AI and robotics for next growth phase

Panjit International Inc. is accelerating its expansion into AI and automotive electronics as the Taiwanese power semiconductor maker positions...

Saturday 23 May 2026
Lenovo revenue rises 27% as AI demand helps offset PC market strain

Lenovo reported a 27% increase in revenue for the fourth quarter of its 2026 fiscal year, which ended March 31, as demand tied to artificial...

Saturday 23 May 2026
Analysis: AMD bets the future of AI runs on CPUs as much as GPUs
Under CEO Lisa Su, AMD is reshaping itself for the age of artificial intelligence. To describe AMD today simply as a hardware company is no longer accurate. As Jensen Huang has often...
Friday 22 May 2026
AMD's Lisa Su says AI demand is 'absolutely real' as CPUs return to focus

AMD CEO Lisa Su pushed back against concerns of an AI bubble on May 22, saying demand is "absolutely real" and that the industry remains...

Friday 22 May 2026
AIC expands analog ICs into fiber optics; orders reach 1Q27
AIC's expansion from analog ICs into fiber-optic components and other products, and its inclusion in a major US cloud service provider's supply chain, extend order visibility to the...
Friday 22 May 2026
WPG Holdings flags server supply gaps amid memory price hikes, 800V shift
Amid the continued crowding-out effect of artificial intelligence (AI) demand, IC distributor WPG Holdings said memory shortages and rising prices are weakening end-product sales momentum,...
Friday 22 May 2026
Taiwan rides chip-led export boom to bankroll industrial overhaul
AI-driven demand and other emerging technologies kept Taiwan's export momentum strong in the first quarter of 2026, with exports reaching US$195.74 billion, rising 51% year on year...
Friday 22 May 2026
NIO posts operating profit and strong revenue growth in Q1 of 2026
Nio reported a return to operating profitability in the first quarter of 2026, marking its second consecutive profitable quarter as revenue and deliveries surged on stronger demand...